HELP FILE

How do I start meetings in Salesforce?

    Organizers can start a scheduled meeting or an instant GoTo Meeting Now session from Salesforce.

    After the meeting is over, the session details, meeting recording link, and Smart Notes (if available) will be populated in Salesforce.

    Start a scheduled meeting in Salesforce

    Only the Salesforce user and GoTo Meeting organizer who created the scheduled meeting can start it directly from the Salesforce event details page.
    1. Log in to your Salesforce account.
    2. In Salesforce, open one of the following pages in the upper toolbar.

      • Leads
      • Contacts
      • Opportunities

    3. Under "Open Activities", locate and click the scheduled meeting.
    4. Click Start Meeting.
    5. You will be launched into a GoTo Meeting session!

    Start an instant GoTo Meeting Now session

    If you want to start an ad hoc meeting, you can click GoTo Meeting Now. The meeting will automatically be created in Salesforce like a scheduled meeting, which then allows you to add invitees or to send additional invites at once.
    1. Log in to your Salesforce account.
    2. Locate and click the name to view the event details.
    3. Click GoTo Meeting Now.
    4. You will be launched into a GoToMeeeting session! You can go back to edit the meeting subject, add invitees,and more. Once customized, click Save & Send Invite.